Budgeting and Planning

Objectives: This training course covers the skills necessary to follow the full budgeting process from data loading to customization of specific logics through to the implementation of advanced calculations (MDXlike). In addition, the course will provide the ability to implement a Profitability model leveraging the CCH Tagetik Built-In Allocation Engine and to create advanced and powerful Excel reports for navigation or data entry.

Topics:

Focus on budgeting process

Advanced Reporting tools:

Ranking

Dynamic Form and layout Management

Query Management

Data Processing Management

Check expressions

Spreading and Break back

Slicers

Currency conversion

Assets depreciation tool

Closing & Allocation Process Overview:

Rules Structure

Allocation Rules and details

How to set an Execution Plan and to start data processing

C&A Specific Reporting tools

Calculation logics:

Standard calculation

MDX-like calculation scripting language (TGKML)

Forecast Models

Rolling Forecast

Usage of Snapshot Scenario

Monthly Splitting

Tips & Techniques and Best Practices

Persons

CCH Tagetik Office

On-site

1

1.000€

2

2.000€

3

3.000€

3.475€

4

4.000€

4.600€

5

4.500€

5.725€

6

5.400€

6.850€

7

5.950€

7.975€

8

6.800€

9.100€

9

7.650€

10.225€

10

8.500€

11.350€

Want to know more?

Please fill-out the following form for more information about this live training: